Affinity Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Affinity Capital Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$287K	Sell	9,377 -129	-1%	-$3.86K	0.03%	165
2026 Q2	$282K	Sell	9,506 -5,315	-36%	-$152K	0.03%	159
2026 Q1	$380K	Buy	14,821 +5,444	+58%	+$146K	0.05%	117
2025 Q4	$252K	Sell	9,377 -11	-0.1%	-$294	0.03%	145
2025 Q3	$249K	Hold	9,388	–	–	0.04%	134
2025 Q2	$229K	Buy	+9,388	New	+$212K	0.04%	144
2021 Q1	–	Sell	-15,162	Closed	-$230K	–	126
2020 Q4	$230K	Sell	15,162 -2,304	-13%	-$33K	0.09%	99
2020 Q3	$235K	Sell	17,466 -402	-2%	-$5.34K	0.13%	91
2020 Q2	$221K	Buy	17,868 +30	+0.2%	+$350	0.14%	88
2020 Q1	$203K	Sell	17,838 -12,390	-41%	-$150K	0.15%	94
2019 Q4	$387K	Buy	+30,228	New	+$371K	0.25%	63

Other funds holding SCHX

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Affinity Capital Advisors's SCHX Position: Q3 2026 in Review

Affinity Capital Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.4% in Q3 2026, selling an estimated $3.86K and leaving 9,377 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #165.

Affinity Capital Advisors first reported a position in SCHX in Q4 2019 and has held it in 11 quarters since. The position peaked at $387K in Q4 2019. 689 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Affinity Capital Advisors held 9,377 shares of Schwab US Large- Cap ETF worth $287K as of Q3 2026.
Affinity Capital Advisors sold 129 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $3.86K.
Schwab US Large- Cap ETF made up 0.03% of Affinity Capital Advisors's portfolio in Q3 2026, its #165 holding.
Affinity Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 11 quarters since.
Affinity Capital Advisors's Schwab US Large- Cap ETF position peaked at $387K in Q4 2019.
689 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.